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CRM for dummies
I have been working on a CRM project as BA/PM for some time now. Initially I didnt know much about the product so I had to read lots of books and obviously i used all the content on internet as well. I...
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CRM for Dummies – Part 2
In my previous post I discussed the concepts of lead, opportunity and contact for a B2C. As promised today i will be writing about the accounts. You can read my previous post here :...
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Scheduling workflows in CRM 4.0
I am going to deviate a little from the series on which i have been working. I will get back to that series but before i do that i just want to share with you some thought and step by step guide for...
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CRM Integration considerations
Every CRM solution has to be integrated with in-house applications in addition to other systems like Microsoft Outlook, Microsoft GP etc in order to leverage most out of CRM. In this blog I will give a...
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Managing M-M relationships
Dynamics CRM 4.0 has capability of creating custom entities and creating relationships with either system or custom entity. However in case of custom entities and M-M relationship there is often a...
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MS CRM Dynamics Online and claim based authentication
MS CRM 4.0 implementation often involves customization. This customization might be custom web application that open up inside CRM or some content from CRM that opens up in the web applications. If the...
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